Benefit Plan M&A: M&A Impact on Plan Participants

In the final episode of our three part series on benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James highlight the key considerations for plan fiduciaries need to consider when guiding benefit plan participants.

Benefit Plan M&A: M&A Impact on Benefit Plan Operations

In the second of our three part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James address the implications of plan mergers and terminations on how plan sponsors operate on a day to day basis.

Benefit Plan M&A: M&A Considerations

In the first of three-part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James discuss trends in the M&A marketing and items plan sponsors should consider when merger benefit plans.

Communication with Third Party Administrators and Plan Changes

In the final episode of EisnerAmper’s three part series on top employee benefit plan audit issues, Brenda and Mark discuss the importance of communication between the plan sponsor and third party administrators, as well as how to effectively work with your auditors and plan administrators.

The Importance of Reconciling Information and Discrepancy Next Steps

In the second episode of EisnerAmper’s three-part series on the top employee benefit plan audit issues, Brenda DeSaro and Mark Deters discuss census and payroll inconsistencies, as well as dealing with discrepancies in the plan audit.

Employee Benefit Plan Issues in the Age of COVID-19

We conclude this four-part series on employee benefit plan issues with Denise Finney who discusses the need for the timely remittance of participant contributions, possible delays, plan safe harbors, and a look forward at the employee benefit plan ecosystem in the new normal.

Employee Benefit Plan Distributions Under the CARES Act

In this episode, Denise Finney, a partner in EisnerAmper’s Pension Services Group, discusses plan distributions under the CARES Act. She also talks about the option of taking loans against a plan and a possible spike in defaults. Denise concludes this segment with some plan distribution best practices for both companies and participants.

Pension Plan Terminations

In episode two of our conversation with Denise Finney, a partner in EisnerAmper’s Pension Services Group, she tells us about the pension plan termination process, possible unintended consequences for plan providers, tax implications, and advice to help mitigate risk when performing a full or partial plan termination. 

A Sage Look at Employee Benefit Plans

In this podcast, Partner-in-Charge of EisnerAmper’s Pension Services Group Diane Wasser talks about today’s many complex challenges facing employee benefit plan administrators. Diane also shares her time-tested guiding principles, the current state of the pension sector, and a pair of real-life case studies.